Allison (Kletz) Gulman - Email & Phone Number

Director at Scs Financial

Allison (Kletz) Gulman is based out of New York City Metropolitan Area and works at Scs Financial as Director.

Allison (Kletz) Gulman's Contact Information

Latest update

May 5, 2024

Location

New York City Metropolitan Area

Allison (Kletz) Gulman's Work History

Director

SCS Financial

Dec 2019 - Present

Vice President

SCS Financial

Jun 2017 - Dec 2019

Vice President of Portfolio & Wealth Advisory

BBR Partners

Jul 2014 - Jun 2017

Investment Management Associate

BBR Partners

Jan 2012 - Jun 2014

Audit In Charge

Deloitte

2009 - 2011

Allison (Kletz) Gulman's Education

University of Michigan - Stephen M. Ross School of Business

BBA

2005 - 2009

Allison's current employer

Scs Financial

Description

Looking for a consultative approach to your financial life? SCS Financial is an investment & wealth management firm with offices in Bosto...

Website

scsfinancial.com

HQ Location

Boston, MA, United States

Number of employees

51-200

Industry

Financial Services

Latest update

April 30, 2024

Read about Scs Financial

Frequent questions about Allison (Kletz) Gulman

What company is Allison (Kletz) Gulman working for?

Allison (Kletz) Gulman works for Scs Financial.

What is Allison (Kletz) Gulman's function at Scs Financial?

Allison (Kletz) Gulman is Director at Scs Financial.

Where is Allison (Kletz) Gulman based?

Allison (Kletz) Gulman is based out of New York City Metropolitan Area.

Who are Allison (Kletz) Gulman's co-workers?

Allison (Kletz) Gulman's colleagues are Katherine Shambo, Peter Mattoon, Tony Abbiati, Steve Oristaglio, Doug Ederle, Jacqueline Cahill, Ryan Ederle, Alanna Paiva, Brett Murdock, Alexander Yuzhakov, Barrett Holden, Ryan O'Connell, Kristin Meehan, Mark Murphy, Ryan Peterson, Will Case, Syng Yu, Gerry Burke, Adam Worrall, Evan Karagianis, Eric Budden, Tyler Manista, Justin Harnett, John Homan, Tyson Shelby, Andrew Newfield, Xiamin Huynh, Laura McDonough, Steven Michelsen, Michael Hassett, Lillian Homer, Caroline Knuff, Ethan Pride, Matthew Badavas, Kevin Brady.

Allison's co-workers

Katherine Shambo

Executive Assistant to Chief Executive Officer

Peter Mattoon

Executive Chairman

Tony Abbiati

Chief Executive Officer

Steve Oristaglio

Vice Chairman

Doug Ederle

Co-Founder, Managing Director & Director of Private Client Group

Jacqueline Cahill

Vice President, Operations & Analytics

Vice President of Technology

Vice President Compliance

Mark Murphy

Vice President

Ryan Peterson

Private Investment Operations Co-op

Will Case

Vice President, SCS Investment Partners

VP, Investment Operations

Evan Karagianis

Vice President

Eric Budden

Vice President of Technology

Vice President, Private Client Group

Vice President, Private Investments

Steven Michelsen

Vice President, Technology

Director and Portfolio Manager, Public Equity

Matthew Badavas

Director

Kevin Brady

Director Of Business Development

Browse & Connect

Browse companies

Our company index contains hundreds of thousands of businesses.

a b c d e f g h i j k l m n o p q r s t u v w x y z

Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.